Provenance du réseau au premier degré de Susan Dawn Moffat
| Entité | Type d'entité | Industrie | |
|---|---|---|---|
Curated Wealth Partners LLC
 Curated Wealth Partners LLC Investment ManagersFinance Curated Wealth Partners LLC (Curated) is an independent, SEC-registered investment advisor and multi-family office headquartered in El Segundo, California. The firm was founded in 2018 by Lee Hutter, Susan Moffat and Richard Ward. Curated provides holistic investment advisory services to ultra-high net-worth individuals and their families.
2
| Private Company | Investment Managers | 2 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Susan Dawn Moffat via son réseau personnel
| Société | Secteur | Personnes liées | Poste principal |
|---|---|---|---|
Robert L. Bender, Inc.
 Robert L. Bender, Inc. Investment ManagersFinance Founded in 1972, Robert L. Bender, Inc. is a registered investment advisor located in Pasadena, California. The firm provides investment management services to high net-worth individuals and small institutions. | Investment Managers | Analyst-Equity | |
Bankers Trust Co. (Des Moines, Iowa)
 Bankers Trust Co. (Des Moines, Iowa) Investment ManagersFinance Bankers Trust Co. is an asset management headquartered in Des Moines, Iowa. The firm was founded in 1917 and is a subsidiary of BTC Financial Corp. The firm serves as a trusted partner for individuals’ comprehensive financial planning, trust and fiduciary needs. | Investment Managers | Corporate Officer/Principal | |
| Colgate University | College/University | Undergraduate Degree |
Statistiques
Internationale
| Etats-Unis | 5 |
Sectorielle
| Finance | 4 |
| Consumer Services | 2 |
Opérationnelle
| Corporate Officer/Principal | 2 |
| Founder | 2 |
| Analyst-Equity | 1 |
| Portfolio Manager-Equities | 1 |
| Undergraduate Degree | 1 |
Relations les plus connectées
| Insiders | |
|---|---|
| Richard Alan Ward | 5 |
| Lee Benjamin Hutter | 1 |
- Bourse
- Insiders
- Susan Dawn Moffat
- Connexions Sociétés
